See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,835 | $114,381-53.8% | $107,525-50.9% | $142,382-62.9% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 11.39% | 242.71%-231.3pp | 181.32%-169.9pp | 217.08%-205.7pp |
| Employer contribution / active EE | $5,475 | $4,015+36.4% | $3,754+45.9% | $4,299+27.4% |
| Participant deferral / active EE | $13,781 | $5,564+147.7% | $5,116+169.4% | $6,507+111.8% |
| Admin fee / account holder | $15,854 | $9,860+60.8% | $8,919+77.8% | $12,624+25.6% |